|
⚲
|
| Better Way LLC
✚
| |
|---|---|
| CRD # | 300305 |
| SEC # | 801-127907 |
| CIK # | |
| AUM | $157.3 MM (2024-03-22) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 617-388-0139 |
| Address | 10275 Collins Avenue 702 Bal Harbour, FL 33154 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | BW Access Cayman LP - Series 6 | [2024-03-22] | 2.5 | 2.5 |
| PE | BW Access Cayman LP - Series 7 | 2024-03-22 | 0.0 | |
| PE | BW Access Cayman LP - Series 8 | [2024-03-22] | 1.9 | 1.9 |
| PE | BW Access de LP- Series 7 | [2024-03-22] | 0.7 | 0.7 |
| PE | BW Access Cayman LP - Series 1 | [2023-03-31] | 2.6 | 10.2 |
| PE | BW Access Cayman LP - Series 2 | [2023-03-31] | 2.6 | 2.6 |
| PE | BW Access Cayman LP - Series 3 | 2023-03-31 | 0.6 | |
| PE | BW Access Cayman LP - Series 4 | [2023-03-31] | 12.0 | 5.7 |
| PE | BW Access Cayman LP - Series 5 | [2023-03-31] | 2.9 | 2.9 |
| PE | BW Access de LP- Series 1 | [2023-03-31] | 1.8 | 1.8 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 2.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 129.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 25.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 157.3 |
| By Discretionary | ||
| Discretionary | 3 | 129.8 |
| Non-Discretionary | 2 | 27.5 |
| Total | 5 | 157.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 92.0 | |
| United States Persons | 65.3 | |
| Total | 5 | 157.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Alex Gregory | 14 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Refined Wealth Management
✚
|
UT | 0.2 |
|
Alliance Investment Management LLC
✚
|
MI | 0.2 |
|
Alan B Lancz & Associates Inc
✚
|
OH | 0.2 |
|
Alerce Investment Management LP
✚
|
IL | 0.2 |
|
Paragon Capital Management Inc
✚
|
UT | 0.2 |
|
Peak Capital Management LLC
✚
|
CO | 0.2 |
|
Ohiggins Asset Management Inc
✚
|
FL | 0.2 |
|
Heights LLC
✚
|
CA | 0.2 |
|
William B Walkup & Associates Inc
✚
|
SC | 0.2 |
|
V3Limited LLC
✚
|
PA | 0.1 |